World Investment Advisors, LLC, established in March 2015, is a Registered Investment Adviser specializing in providing advisory services to Retirement Plans, including 401(k) Plans, pensions, and profit-sharing plans. The firm acts as a "Co-Fiduciary" under ERISA 3(21)(A) or ERISA 3(38) and offers Wealth Management Services. Investment advice is typically provided on a non-discretionary basis, but discretionary services are available upon request. WIA may recommend the use of managed models organized as Collective Investment Trusts. The firm discloses its fee structure, which is negotiated with each Plan Client and may be based on a percentage of total Plan assets. WIA does not charge performance-based fees and does not have any material disciplinary information. The firm is affiliated with various financial services companies, including Goldman Sachs, and may compensate third-party promoters for client referrals. WIA has custody of client funds for fee debiting purposes and may have discretion over investment selection for certain clients. Clients are responsible for voting proxies on their securities, and WIA maintains strict privacy policies regarding client information. Clients have the option to opt-out of third-party disclosures.

Mission Wealth Management, LP (MWM) is a Registered Investment Advisor established in February 2000, with 29 Limited Partners and a focus on providing Investment Advisory Services to high-net-worth individuals and families. MWM acts as a fiduciary, committed to putting clients' interests first. Services offered include personalized portfolio management, financial planning, tax planning, estate planning, and investment management. MWM's fee structure is based on a percentage of assets managed, with fees ranging from 1.00% to 0.50% based on the asset value. The firm does not charge performance-based fees and does not accept commissions for securities sales. MWM offers investment discretion to clients, with the ability to customize portfolio allocations. The firm does not have custody of client funds and recommends custodians like Fidelity, Schwab, or TD Ameritrade. MWM does not have any disciplinary events, and clients receive regular account reviews and performance reports. The firm participates in referral programs with Fidelity and Schwab, ensuring transparency in compensation arrangements. Clients can expect unbiased advice and a commitment to acting in their best interests.

El Capitan Advisors, Inc., led by Andrew D. Nash, offers financial advisory services with a focus on personalized investment strategies. Established in February 2023, the firm specializes in providing Broker Dealer services through the acquisition of Palmieri and Company, now known as JBH Financial, Inc. Nash, born in 1976, holds a Bachelor of Science in Business Management from Texas Tech University and the University of Phoenix. Prior to El Capitan, he founded Green Fund Investment Holdings, sourcing financial solutions for clients across multiple states. Nash has no disclosed legal or disciplinary events, ensuring a clean track record. As an indirect owner of JBH Financial, Inc., he may share in the firm's profits. Additionally, Nash provides consulting services to family offices and investment funds under El Capitan's umbrella. Supervised by Chief Compliance Officer Ms. Katrina Skinner, the firm operates under strict compliance policies and procedures. El Capitan Advisors emphasizes transparency and client-centric practices, ensuring that clients' best interests are prioritized. For more details, visit the SEC's website or contact El Capitan directly.

Curtis Advisory Group, LLC is a financial advisory firm established in August 2009 by Ryan Earl Curtis and Joshua Daniel Hayes. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients grant discretionary authority to CAG for selecting securities and executing transactions without prior permission. CAG operates as a fiduciary, prioritizing clients' interests and avoiding practices that may disadvantage clients. The firm may refer clients to third-party advisers or allocate assets among private equity funds. Additionally, CAG provides participant account management services for accounts not directly held in custody, leveraging an Order Management System for asset allocation and rebalancing strategies. CAG's fee structure for portfolio management is based on total assets under management, ranging from 1.00% to 0.10%. The firm's financial planning services are offered at a negotiated rate between $1,800 and $5,000, with ongoing financial planning advice. Clients may terminate agreements within specified periods without penalty. CAG primarily utilizes exchange-traded funds and mutual funds for managing liquid portfolios, with a minimum account size of $1,000,000, which may be waived at the firm's discretion. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients receive quarterly reports detailing account assets, value, and fees. CAG's investment strategies include long-term trading, short-term trading, margin transactions, and options trading, with a focus on risk management and client customization.

Channel Wealth, LLC is a registered investment advisor established in 2019 and headquartered in Santa Barbara, CA. The firm specializes in offering discretionary investment management, non-discretionary and investment advisory services, financial planning, and consulting. Channel Wealth manages approximately $876,983,002 in assets for clients on a discretionary and non-discretionary basis. The firm utilizes fundamental, cyclical, charting, and technical analysis for selecting securities and offers a variety of investment strategies, including diversification, tactical asset allocation, and cash as a strategic asset. Clients have the option to receive account reviews annually and can choose to work with third-party money managers or Sub-Advisors. Channel Wealth charges fees based on assets under management, with annual fees up to 2.0% and a maximum advisory fee of 1% annually for Brokerage Customers. The firm does not charge performance-based fees, requires no minimum initial investment, and does not engage in proxy voting or class action lawsuits on behalf of clients. Channel Wealth does not have any financial conditions that may impair its ability to meet contractual commitments.

Ariadne Wealth Management, LP is a financial advisory firm based in Santa Barbara, CA, established in August 2014. The firm specializes in providing Comprehensive Wealth Management services, including asset management, financial planning, pension consulting, and more. Clients can expect personalized investment portfolios comprising various securities like ETFs, mutual funds, stocks, and bonds. The firm manages over $500 million in regulatory assets under management, with a focus on discretionary investment management. For Comprehensive Wealth Management, fees are based on an individual fee schedule not exceeding 1.00% annually, billed quarterly. The firm also offers financial planning and consulting services for a flat, hourly, or asset-based fee. Clients must maintain a minimum household balance of $10,000,000 for the firm's services, which may be waived on a case-by-case basis. Ariadne Wealth Management acts as a fiduciary, committed to acting in the best interests of clients. The firm integrates quantitative and qualitative elements in its investment process, ensuring thorough analysis and risk management. Clients have the option to grant investment discretion to the firm, allowing for efficient portfolio management. The firm does not accept performance-based fees and provides regular account reviews and financial plans to ensure alignment with client goals.

Avalan, LLC is a registered investment advisor specializing in asset management, financial planning, and consulting services. Established in 2011, the firm has approximately $473,089,000 under management on a discretionary basis and $15,770,000 on a non-discretionary basis as of December 31, 2024. The firm's services include creating tailored investment portfolios consisting of various securities, ongoing portfolio reviews, and financial planning covering areas such as investment, retirement, estate, and tax planning. Clients have the option to place restrictions on their investments. Avalan also offers services through Independent Money Managers on a fee-only basis. The firm charges a maximum annual fee of 2.0% of assets under management for asset management services, with a minimum annual fee of $10,000 for new clients. Financial planning and consulting services are charged on an hourly or flat fee basis. Avalan does not offer wrap fee programs. The firm has a Business Continuity Plan in place to mitigate and recover from potential disruptions, and maintains an Information Security Program to protect client information. Clients can request a full copy of the Privacy Policy from the Chief Compliance Officer.

Monarch Wealth Strategies is a registered investment advisor established in 2008, owned by Aaron Clark. The firm operates under a fiduciary standard, always acting in the client's best interest. They offer wealth management services on a discretionary basis, providing advice on asset allocation, tax strategies, and more. The firm manages $434,765,478 in client assets. Fees for wealth management services are negotiated with a maximum annual fee of 1.95% and a minimum fee of $7,500. Financial planning fees are based on complexity, with a maximum hourly fee of $1000. Monarch Wealth Strategies does not charge performance-based fees. They cater to affluent individuals, pension plans, trusts, and businesses with assets over $750,000. The firm uses fundamental and technical analysis for investment strategies, offering long-term and short-term purchases, asset allocation, and various investment options. Clients have the option to grant investment discretion to the firm. Monarch Wealth Strategies does not vote on client securities and does not accept compensation for client referrals. The firm does not have custody of client funds and does not require directed brokerage. Clients have the right to rescind agreements within five days and terminate with a 30-day notice. Associated persons do not receive brokerage commissions from client transactions.

Painted Porch Advisors LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $234,503,128 of assets under management and employs about 12 people. Painted Porch Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.